Dear Valued Client:
Thank you for allowing Myslajek Kemp & Spencer, Ltd. the opportunity to prepare your 2014 income tax returns. Your
2014 Tax Organizer is now available! Please follow the outline below to complete your organizer.
Methods to complete your Tax Organizer
1) Print out the organizer and enter your data by hand.
2) If you choose to complete the organizer electronically, please save the pdf to your desktop, enter your data, and
save it again. OR,
Methods to submit your completed Tax Organizer
1) Attach pdf to an email and send it to [email protected] with all your source documents. OR,
2) Drop off the tax organizer and your source documents at our office. OR,
3) Mail the organizer and source documents to our office.
Please send all your source documents (w-2's, 1099's, etc.) as well as the organizer at least one week prior to your
appointment. Failure to comply with this procedure may result in a postponement of your appointment.
We wish you the very best and a prosperous 2015!
Warm regards,
Myslajek Kemp & Spencer, Ltd.
th
1000 Shelard Parkway, 6 Floor • St. Louis Park, MN 55426 • Phone: 952.544.4147 • Fax: 952.544.2628
www.myslajek.com
Page | 1 CHECKLIST - Tax Year 2014
TAXPAYER(S) NAME: ________________________________
Please gather the following tax information and mail all
items at least one week prior to your appointment.
Please send all your documents at one time.
Signed 2014 Client Engagement Letter. (REQUIRED) We will not begin working on your
return until we receive this signed letter.
Completed Health Insurance Questionnaire. (REQUIRED) We cannot complete your return
until we receive the completed questionnaire.
W-2 Forms for wages, salaries, and tips.
1099 Forms for interest, dividends, stock sales, miscellaneous income, etc.
If you sold stocks, bonds, or transferred mutual funds, we need Brokerage Statements showing
the investment transactions. We also need the cost basis for all investments sold in 2014. Cost
basis includes the date purchased and price paid for each investment. You may need to review
statements prior to 2014 or contact your broker to obtain this information. We are unable to
complete your return until we receive this information. Use the following format:
Quantity
100 shares
Description
Microsoft
Date Purchased
10/20/2014
Date Sold
6/02/2014
Total Proceeds
$2,150
Total Cost
$2,859
K-1 Forms showing income from partnerships, S-corporations, estates, and trusts.
1098 Forms for mortgage interest.
HUD Closing Statement if you PURCHASED or REFINANCED real estate in 2014.
Property Tax Statements for 2014 and 2015 if you own your home. 2015 statements may not
be available until late March.
CRP Forms (Certificates of Rent Paid) if you rent your home.
A Copy of Your 2013 Tax Return, if not prepared by our office.
A List of All Estimated Tax Payments. See data sheet.
A Categorized List of Income and Expenses for rental and business (sole proprietor/single
member LLC) income. If you use QuickBooks, please send us a backup copy of your data.
A Categorized List of Unreimbursed Employee Business Expenses.
Any Tax Notices Sent to You by the IRS, MN Revenue or other taxing authority.
This completed Checklist, Questionnaire, and Data Sheet.
Page | 2 QUESTIONNAIRE – Tax Year 2014
YES
NO
Did your marital status change? How? _________________________update personal info on data sheet
Is there a change in the number of dependents you can claim? update data sheet
Do you have children that earned investment income? include their 1099’s
Did you contribute to a Traditional or Roth IRA for 2014? see data sheet
If you haven’t already contributed to a Traditional or Roth IRA for 2014, do you plan to? see data sheet
Did you make gifts of more than $14,000 to any individual? Description: __________________
Did you incur moving costs due to a job change? Was the move over 50 miles? Date: __/__/14
include list of moving expenses
Did you incur a casualty or theft loss? Description: _________________________________
Did you have an allowance or expense account at work?
Did you have any non-reimbursed business expenses? update data sheet
Did you use your car on the job, other than for commuting? update data sheet
Did you incur any job-seeking expenses? update data sheet
Did you or your dependents incur any higher-education expenses? include 1098-T’s & update data sheet
Did you pay any student loan interest? Include 1098’s and update data sheet
Did you sell, exchange, purchase, abandon, or foreclose on any real estate? include 1099’s & closing statements
Did you purchase a home in 2008 and claim the First-Time Homebuyer Credit? include copy of return unless prepared by us
Did you refinance or take out a home equity loan during 2014? Include all 1098’s and closing statements
Did you sell or dispose of any stock? include all 1099’s, brokerage statements, and cost basis info
Did you own any stock that became worthless in 2014? Include brokerage statements
Did you sell an existing business or rental property? include closing statements
Did you start a new business or purchase rental property? update data sheet or include closing statements
Did you have ownership interest in a partnership or S-Corporation? include K-1’s
Did you have any foreign income or pay foreign taxes? include documentation
Did you have any affiliation with a foreign bank or brokerage account in 2014? include documentation
Did you own any foreign assets?
Did you receive any payments from property sold prior to 2014?
Did you receive correspondence from the IRS or state tax authorities? include copies
Did you receive a payment &/or make a withdrawal from a retirement account? include 1099-R’s
Did you make a withdrawal from an education savings/529 Plan? include 1099-Q’s
Did you make a withdrawal or contribution to an HSA or MSA? update data sheet & include 1099-SA’s
Did you receive any disability income? include documentation
Did you receive any gambling winnings? Include W2-G’s Losses: $________________
Did any of your life insurance policies mature, or did you surrender a policy?
Did you cash any Series EE or I Series U.S. Savings bonds issued after 1989? include documentation
Did you have any debt cancelled or forgiven this year? include 1099-A’s or 1099-C’s
Did you make any purchases in 2014 for which sales or use tax was not paid? Amount: $___________
Do you want to allocate $3 to the Presidential Election Campaign Fund?
Do you want to contribute to the MN Wildlife Fund? Amount: $_____________
Did you make any energy saving home improvements to your home?
Page | 3 2014 HEALTH INSURANCE QUESTIONNAIRE - REQUIRED
Starting in 2014, most people will be required to have health insurance. This questionnaire is required to be
completed in order for us to prepare your 2014 tax return. Please answer the following questions:
1) Did you receive a Form 1095-A, 1095-B, or 1095-C for 2014?
YES (If yes, enclose copies)
NO
2) Did you have health insurance for every month of 2014?
YES
NO
NOT APPLICABLE
3) Did your spouse have health insurance for every month of 2014?
YES
NO
NOT APPLICABLE
4) Did everyone else on your tax return have health insurance for every month of 2014?
YES
NO
NOT APPLICABLE
If you answered “YES”, did you receive premium assistance through a Health Care Exchange? _________________
If you answered “NO” to any of the questions above, can you tell us why that person does not have health insurance?
(check all that apply)
My employer doesn’t offer insurance
My employer offers insurance, but it’s too expensive
I tried to get health insurance but was denied due to my health
Insurance is too expensive
I receive services at a low-cost or free clinic
I might be eligible for Medicaid but haven’t applied
I don’t want/need insurance
Other
 What months didn’t you have health insurance? _____________________________
Page | 4 DATA SHEET – Tax Year 2014
Personal Information
If you are a new client or if information has changed, please complete all the pertinent personal information.
All information is the same as it appears on my 2013 return.
New Contact Information:
Taxpayer:
Full Name: ___________________________________
SSN: _____-____-______
Date of Birth: ____/____/_______
Spouse:
Full Name: ________________________________
SSN: _____-____-______
Date of Birth: ____/____/_______
*provide a copy of new spouse’s 2014 tax return
Taxpayer
Home Phone: ______________
Work Phone: ______________
Cell Phone: ______________
E-mail:
______________
Spouse
_______________
_______________
_______________
_______________
New Address:
Street Address: ____________________________
City, State, Zip: ____________________________
_________________________________________
Add or Drop this dependent:
Full Name: ___________________________________
SSN: _____-____-______
Date of Birth: ____/____/_______
Relationship: _________________________________
Add or Drop this dependent:
Full Name: ________________________________
SSN: _____-____-______
Date of Birth: ____/____/_______
Relationship: ______________________________
Refund Direct Deposit Information
I request that my refund be direct deposited.
Bank Name: __________________________
Routing #:
___________________________
Type of Account: Checking Savings
Account #:
___________________________
Estimated Tax Payments
Federal
1st Quarter:
2nd Quarter:
rd
3 Quarter:
th
4 Quarter:
_____/_____/14 $______________
State
1st Quarter:
_____/_____/14 $______________
_____/_____/14 $______________
2nd Quarter:
_____/_____/14 $______________
_____/_____/14 $______________
____/____/___
rd
_____/_____/14 $______________
th
____/____/___
3 Quarter:
$______________
4 Quarter:
$______________
Medical Expenses
Health Insurance:
$______________
Medical Supplies:
$______________
Dental Insurance:
$______________
Dentist:
$______________
Cobra Premiums:
$______________
Glasses/Contacts:
$______________
Doctor:
$______________
Hearing Aids:
$______________
Clinics, Hospitals, etc.$______________
Prescriptions:
$______________
* Only list health or
dental insurance if it
is NOT withheld pretax from your paycheck.
* Only list expenses
that are NOT
reimbursed by an
FSA, HSA or MSA or
Health insurance.
Medical Miles Driven:_______________
Page | 5 DATA SHEET – Tax Year 2014
Long-Term Care Insurance
Taxpayer
Amount:
$____________________
Policy Number (required): _____________________
Ins. Company:
_____________________
Spouse
$____________________
_____________________
_____________________
2014 HSA or MSA Contributions & Withdrawals
Annual Deductible:
Contributions:
Withdrawals:
Account Type:
Taxpayer
$_____________
$_____________
$_____________
Spouse
$_____________
$_____________
$_____________
HSA MSA FSA
Single Family
Coverage Type:
HSA MSA FSA
Single Family
All withdrawals used for medical expenses: YES
NO
Real Estate Taxes
Primary Residence:
$______________
Secondary Residence: $______________
Cabin:
$______________
Other: (____________)
$______________
Miscellaneous Deductions (not entered elsewhere)
License Tabs:
$_____________________
Tax Preparation Fee: $_____________________
# of vehicles included in above figure: _________
Union Dues:
$_____________________
Safety Deposit Box: $_____________________
Mortgage Interest
Primary Res. - 1st Mortgage: $______________
Cabin:
$______________
Primary Res. - 2nd Mortgage: $______________
Home Equity Loan/Line:
$______________
Secondary Residence:
Mortgage Insurance Premiums*:$_______________
$______________
*only list insurance for loans taken out in 2007 or later*
Investment Expenses (not entered elsewhere)
Management Fees:
$______________
Margin Interest Paid: $______________
Internet Expenses:
$______________
Subscriptions:
$______________
Page | 6 DATA SHEET – Tax Year 2014
Alimony
Paid to:
____________________ SSN: _____-_____-_____
Received from:
____________________ SSN: _____-_____-_____
Amount:
$___________________
Job-Seeking Expenses (not entered elsewhere)
Taxpayer
Spouse
Taxpayer
Spouse
Subscriptions: $_____________
$_____________
Phone:
$_____________
$____________
Internet:
$_____________
$_____________
Meals & Ent.: $_____________
$____________
Office Supplies:$_____________
$_____________
Travel:
$____________
Miles Driven: ______________
______________
If you have more, please attach list…
$_____________
Charitable Contributions
Per IRS: All donations must be substantiated by receipt/letter from recipient with the exception of donations less than $250,
which can be documented with a cancelled check instead. Receipt/ letter must be received by date of tax-return filing. Noncash contributions should be valued using garage-sale prices, and donations totaling over $5,000 require an appraisal.
Total donations by cash or check:
$________________ (cash or check)
Total value of property donated:
$________________ (clothing, household goods, toys, furniture, etc.)
*Description of what was donated:
__________________________________________________________
*Name of Organization:
____________________________________________________________
*Organization Address:
____________________________________________________________
*Date of Donation(s):
____/____/14, ____/____/14, ____/____/14, ____/____/14
*(Applies to property donations only)
**Volunteer Expenses:
(Attach a list for additional property donations)
$_______________ Miles Driven: ________________
**Only include actual out of pocket expenses (your time does not count)
Higher Education (College/Post Secondary) Expenses
Student #1: Name: _________________________ Student #2: Name: _________________________
Freshman Sophomore Junior Senior Grad
Freshman Sophomore Junior Senior Grad
Tuition Paid: $__________________
Tuition Paid: $__________________
Books:
Books:
$__________________
Supplies, etc: $__________________
$__________________
Supplies, etc: $__________________
Student Loan Interest
Taxpayer: $_____________ Spouse: $______________
Dependent: $_________________
Page | 7 DATA SHEET – Tax Year 2014
Tax Year 2014 IRA Contributions
Taxpayer:
$_________________
Traditional Roth
Already Made Contribution OR
Planning to Make by 4/15
Spouse:
$___________________
Traditional Roth
Already Made Contribution OR
Planning to Make by 4/15
Daycare Expenses
Child #1 Name:
_____________________
Provider Tax ID# (required)__________________
Provider Name:
_____________________
Provider Address:
Amount Paid:
$_____________
Child #2 Name:
_____________________
Provider Tax ID# (required)__________________
Provider Name:
_____________________
Provider Address:
Amount Paid:
$_____________
________________________
________________________
________________________
________________________
Minnesota K-12 Expenses
Student #1 Name: _______________ Grade: ____
Student #2 Name: ________________ Grade: ___
Tuition:
$_____________________
Tuition:
$_____________________
Books/Supplies:
$_____________________
Books/Supplies:
$_____________________
Musical Instruments: $_____________________
Musical Instruments: $_____________________
Gym Clothes:
Gym Clothes:
$_____________________
$_____________________
Transportation Fees: $_____________________
Transportation Fees: $_____________________
Tutoring Drivers Ed Lessons
Tutoring Drivers Ed Lessons
Class Type:
Class Type:
___________________
Name of Instructor:
Amount:
_________________
___________________
Name of Instructor:
$__________________
Amount:
_________________
$________________
Amount paid to purchase a home computer or educational software in 2014: $_____________
Page | 8 DATA SHEET – Tax Year 2014
Business Vehicle Expenses
Vehicle #1:
Type:
Vehicle #2:
Vehicle #3:
Sch. C/self-employed
Sch. C/self-employed
Sch. C/self-employed
W-2 employee
W-2 employee
W-2 employee
Description:
__________________
__________________
__________________
Driven by:
__________________
__________________
__________________
Date placed in service:
__________________
__________________
__________________
-Total Miles Driven:
__________________
__________________
__________________
-Business Miles Driven:
__________________
__________________
__________________
Insurance:
$_________________
$_________________
$_________________
Oil Changes:
$_________________
$_________________
$_________________
Repairs:
$_________________
$_________________
$_________________
Car Washes:
$_________________
$_________________
$_________________
Fuel:
$_________________
$_________________
$_________________
MPG:
_________________
_________________
$_________________
Parking:
$_________________
$_________________
$_________________
Lease Payments:
$_________________
$_________________
$_________________
Loan Interest:
$_________________
$_________________
$_________________
License Tabs:
$_________________
$_________________
$_________________
-1/01/2014
__________________
_________________
_________________
-12/31/2014
__________________
_________________
_________________
Odometer Readings:
Page | 9 DATA SHEET – Tax Year 2014
Unreimbursed Employee Business Expenses
(Form 2106) (not entered elsewhere)
Taxpayer
Spouse
Office Supplies:
$_____________________
$_____________________
Taxes/Licenses:
$_____________________
$_____________________
Travel:
$_____________________
$_____________________
Meals & Entertainment:
$_____________________
$_____________________
Internet:
$_____________________
$_____________________
Subscriptions:
$_____________________
$_____________________
Phone:
$_____________________
$_____________________
Referral Fees:
$_____________________
$_____________________
Business Gifts:
$_____________________
$_____________________
Union Dues:
$_____________________
$_____________________
Other__________________:
$_____________________
$_____________________
Other__________________:
$_____________________
$_____________________
Other__________________:
$_____________________
$_____________________
Other__________________:
$_____________________
$_____________________
Teachers (K-12) Educator Exp.:
$_____________________
$_____________________
If you purchased any fixed assets, please provide the following information:
Description:
Date Acquired:
Cost:
________________________
___/___/____
$__________________
________________________
___/___/____
$__________________
________________________
___/___/____
$__________________
________________________
___/___/____
$__________________
________________________
___/___/____
$__________________
(Attach list if necessary)
Does your employer have a business expense reimbursement policy? Taxpayer:
Spouse:
Yes No
Yes No
If you get reimbursed from your employer for any of the expenses listed above, please list the amounts
below:
Auto/ Mileage:
$_______________
Cell Phone:
$_______________
Meals & Entertainment:
$_______________
Other: ___________: $_______________
Page | 10 DATA SHEET – Tax Year 2014
Schedule C/Self-Employed Business Income & Expenses
Taxpayer
Spouse
$_____________________
$_____________________
Purchases:
$_____________________
$_____________________
Materials:
$_____________________
$_____________________
Labor:
$_____________________
$_____________________
Other:
$_____________________
$_____________________
Inventory at cost 12/31/14:
$_____________________
$_____________________
Advertising:
$_____________________
$_____________________
Commissions/Fees:
$_____________________
$_____________________
Contract Labor:
$_____________________
$_____________________
Employee Benefits:
$_____________________
$_____________________
Business Insurance:
$_____________________
$_____________________
Interest:
$_____________________
$_____________________
Legal/Professional Fees:
$_____________________
$_____________________
Office Supplies:
$_____________________
$_____________________
Pension/Profit-Sharing:
$_____________________
$_____________________
Rent:
$_____________________
$_____________________
Repairs/Maintenance:
$_____________________
$_____________________
Taxes/Licenses:
$_____________________
$_____________________
Supplies:
$_____________________
$_____________________
Travel:
$_____________________
$_____________________
Meals & Entertainment:
$_____________________
$_____________________
Utilities:
$_____________________
$_____________________
Wages:
$_____________________
$_____________________
Dues:
$_____________________
$_____________________
Phone:
$_____________________
$_____________________
Sales/Revenue:
Cost of Goods Sold:
Expenses:
Page | 11 DATA SHEET – Tax Year 2014
Self-Employed Business Expenses (cont.):
Internet:
$_____________________
$_____________________
Business Gifts:
$_____________________
$_____________________
Subscriptions:
$_____________________
$_____________________
Other ______________:
$_____________________
$_____________________
Other ______________:
$_____________________
$_____________________
Other ______________:
$_____________________
$_____________________
Other ______________:
$_____________________
$_____________________
Other ______________:
$_____________________
$_____________________
Other ______________:
$_____________________
$_____________________
Fixed Assets:
If you purchased any fixed assets, please provide the following information:
Description:
Date Acquired:
Cost:
________________________
___/___/____
$__________________
________________________
___/___/____
$__________________
________________________
___/___/____
$__________________
________________________
___/___/____
$__________________
________________________
___/___/____
$__________________
(Attach list if necessary)
If you received any 1099’s from your customers/clients, please provide all to your preparer.
Did you make payments to any LLC or individual for services rendered or rent for your business?
If yes, did you issue 2014 IRS Form 1099 to each company or person that you paid more than $600?
YES
YES
NO
NO
Do you have a solo/individual 401(k) plan? If so, what was the 12/31/2014 balance in that account? $ _____________
Home Office Expenses
Taxpayer OR Spouse
Total Square Feet of Home:
Total Square of Office:
Improvements:
Insurance:
Utilities:
*You can only deduct a home office if you do not have
an office available to you somewhere else. _______________
Association Fee:
_______________
Rent:
$______________
Repairs:
$______________
Repairs (to home office):
$______________ (water, gas, electric, garbage)
$_______________
$_______________
$_______________
$_______________
Page | 12 DATA SHEET – Tax Year 2014
Rental Property
Property #1
Address:
Property #2
Property #3
_________________
_________________
_________________
_________________
_________________
_________________
$________________
$________________
$________________
Advertising:
$________________
$________________
$________________
Travel:
$________________
$________________
$________________
# of Miles Driven:
$________________
$________________
$________________
Cleaning/ Maintenance:
$________________
$________________
$________________
Commissions Paid:
$________________
$________________
$________________
Insurance:
$________________
$________________
$________________
Legal/Professional Fees
$________________
$________________
$________________
Management Fees:
$________________
$________________
$________________
Mortgage Interest:
$________________
$________________
$________________
Other Interest:
$________________
$________________
$________________
Repairs:
$________________
$________________
$________________
Supplies:
$________________
$________________
$________________
Property Taxes:
$________________
$________________
$________________
Utilities:
$________________
$________________
$________________
Asset Bought (send list)
$________________
$________________
$________________
Improvements:
$________________
$________________
$________________
Association Dues:
$________________
$________________
$________________
Other _____________:
$________________
$________________
$________________
Other _____________:
$________________
$________________
$________________
Other _____________:
$________________
$________________
$________________
Other _____________:
$________________
$________________
$________________
Rental Income:
Rental Expenses:
Did you make payments to any LLC or individual for services rendered for your rental property?
If yes, did you issue 2014 IRS Form 1099 to each company or person that you paid $600 or more?
YES
YES
NO
NO
Page | 13 CLIENT ENGAGEMENT LETTER – Tax Year 2014
I have engaged Myslajek Kemp & Spencer, Ltd. to prepare federal and state income tax returns for the year ended December 31, 2014:
Individual
Corporate
Partnership/LLC
Other
Name(s):
Business Name:
Business Name:
Business Name:
I understand that it is my responsibility to provide Myslajek Kemp & Spencer, Ltd. with all of the required information in order to complete my
tax return. In that regard, I state that, to the best of my knowledge and belief:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
14.
I have provided true, correct and complete information regarding all of my income, including the Forms W-2, 1099 and
written summaries, to Myslajek Kemp & Spencer, Ltd. I understand that it is my responsibility to provide all necessary
information to complete the returns. I will retain for a minimum of seven years all documents, receipts, cancelled checks and
other records required to substantiate the items of income and expense claimed on my return.
I have provided true, correct and complete information regarding amounts claimed as tax deductions, and have maintained
written documentation supporting all deductions, including calendars, logbooks and receipts. I understand that if a question
arises regarding the interpretation of tax law, and a conflict exists between the tax authorities’ interpretation of the law and other
supportable positions, that Myslajek Kemp & Spencer, Ltd. will use professional judgment in resolving the issues. I understand that
Myslajek Kemp & Spencer, Ltd. will follow whatever position I request, so long as it is consistent with the codes and regulations and
interpretations that have been promulgated. If the IRS or state tax authorities should later contest the position taken, there may be an
assessment of additional tax plus interest and/or penalties. I further understand that Myslajek Kemp & Spencer, Ltd. will assume no
liability for such additional taxes, penalties or interest.
I understand that taxing authorities may examine the returns, and that documentation should be retained to support the information I
provide to Myslajek Kemp & Spencer, Ltd., especially business travel and entertainment deductions, business use percentage of
autos and other assets, barter activities, and charitable contributions. I understand that penalties may be imposed on returns that are
late, underpaid, or incorrect. If you have any questions on these penalties, please ask. I further understand that if I have any
questions as to the type of records and documents required, I can ask Myslajek Kemp & Spencer, Ltd. for advice in that regard.
I understand that Myslajek Kemp & Spencer, Ltd. will not verify any information I provide, that Myslajek Kemp & Spencer, Ltd.
may require clarification or additional information, and that Myslajek Kemp & Spencer, Ltd. will not be responsible for disallowed
deductions or the inclusion of additional unreported income or any resulting taxes, penalties, or interest.
I understand I will be charged an additional fee if Myslajek Kemp & Spencer, Ltd. is asked to assist or represent me in a tax
examination or inquiry. I understand that, in the event of preparer error, I am responsible for additional tax and any interest that may
be due, and the extent of Myslajek Kemp & Spencer, Ltd.’s responsibility is to pay any penalty the IRS or state tax authority may assess.
I will contact Myslajek Kemp & Spencer, Ltd. immediately if I discover additional information that will lead to a change in my return,
or if I receive any letters from the IRS or state tax authorities.
I understand that upon request, Myslajek Kemp & Spencer, Ltd. will put all tax advice in writing. Any unwritten advice may be
tentative, incomplete, or not fully reviewed.
I understand that my bill from Myslajek Kemp & Spencer, Ltd. is due and payable immediately upon completion of these
returns, and that additional services will not be performed until the bill for these services is paid in full. If Myslajek Kemp &
Spencer, Ltd. prepares a return for an entity (such as a corporation, LLC, or partnership), I am also responsible to pay for those
services. I understand that all outstanding balances must be paid before my 2014 returns are prepared. In the event that any
bills are not paid, I will pay collection costs including reasonable attorney fees.
If there are other services or tax returns that I expect Myslajek Kemp & Spencer, Ltd. to prepare, such as estate, gift, sales,
fiduciary, property, payroll, or other states or cities, I will note them at the top of this letter.
I understand that Myslajek Kemp & Spencer, Ltd. must receive all of my tax information as soon as possible, but not later than
April 1, 2015 to ensure that Myslajek Kemp & Spencer, Ltd. will have adequate time to review my data by April 15, 2015.
If Myslajek Kemp & Spencer, Ltd. has not received all of my information by April 1, 2015, my return may not be completed by
April 15, 2015 and I may be subject to late filing or late payment penalties.
I understand that it is the policy of Myslajek Kemp & Spencer, Ltd. to electronically file all individual tax returns. I will return Form
8879 as well as any additional required forms deemed necessary for electronic processing of the return in a timely manner, as my return
cannot be sent to the proper agencies until Myslajek Kemp & Spencer, Ltd. receives the above-mentioned forms.
I understand that it is my responsibility to carefully examine and approve my completed tax returns.
With my consent, Myslajek Kemp & Spencer, Ltd. may provide me with a copy of my tax returns by posting the returns to an internet
based account. Myslajek Kemp & Spencer, Ltd. reserves the right to remove the documents from that site after two years. It is my
responsibility to print or download copies of returns from the internet account if I want copies of these returns.
The terms described in this letter are acceptable and are hereby agreed to and shall remain in effect until terminated by either party in writing.
Accepted by:
Taxpayer:
___________________________________________
Date: ____________________
Spouse:
___________________________________________
Date: ____________________
Myslajek Kemp & Spencer, Ltd.:_______________________________
Date: ____________________
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